Archive for ‘One Simple Field’

February 21, 2014

Got time?

We’ve all seen the trend. There is a hunger for analytics, and it’s only growing day by day. One of my favorite things about Salesforce is that they help us all to stay on top of that demand, and provide that valuable data back to our constituents. (Don’t agree that Salesforce is committed to analytics? Check out all the goodness coming in Spring 14 & then we can talk.)

clock

One of the requests I hear over and over, with companies I’ve work for & as questions that get raised in User Groups or the Answers Boards, is around time-stamping records. As recently as two weeks ago, I had someone ask about the best way to capture when a lead hits or passes a stage. This is a classic example, but the answer is the same for anything similar.

First, create your Date/Time field (or, if you only care about data-stamping, then a straight-up Date field will work). To help everyone understand when this field is, I would suggestion including ‘Timestamp’ in the name of the field & always add in some help text. (Alternatively, if these data points will only be used in aggregate, consider leaving it off the page layout altogether.)

read more »

Advertisements
January 10, 2014

Small but Mighty

just-say-never-doubt-for-all-condition-margaret-mead-quotes-margaret-mead-quotes-never-doubt-936x936

OK, so maybe a small group of citizens doesn’t apply here. But what about a small group of fields? Oh perhaps even just one simple field.

This is a field that I’ve added to many orgs that I’ve worked with, and shared with even more admins who have added it to theirs as well. It’s a field that several Salesforce MVPs have their own twist on. A field that when I tell folks about it, I get some pretty amazing reactions, especially for companies that have high-touch processes. And I can’t believe that it took me 4 years of working with Salesforce before I thought to make this field – and once you hear it, I bet that you will think that same thing.

So what’s the field? A time-zone formula field for Leads, Contacts and Accounts (and really, any other object you what to throw it on). Now you want the formula, right?

read more »

%d bloggers like this: